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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $62,887 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 | Advisory (Plan) | $60,305 |
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 11 · EIN 38-2383171 | Actuarial | $41,955 |
ALLOTTA FARLEY CO LPA1+ years Service code 29 · EIN 34-1316963 | Legal | $15,707 |
SHEET METAL CONTROL BOARD1+ years Filed as: SHEET METAL WORKERS L 33 FRINGE BEN Service code 13 · EIN 34-1398805 | Contract Administrator | $14,280 |
TRAMER SHORE & ZWICK1+ years Service code 10 · EIN 34-1595557 | Accounting | $6,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,776 | $55,516-62.6% | $75,784-72.6% | $59,188-64.9% |
| Participation rate | 83.4% | 73.6%+9.8pp | 75.8%+7.6pp | 69.4%+14.0pp |
| Annual return | 0.81% | -1.89%+2.7pp | 9.68%-8.9pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,630 | $2,604-37.4% | $3,323-50.9% | $2,098-22.3% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $104 | $110-5.1% | $5,300-98.0% | $92+13.3% |